PAM
Peak Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3M | Sell |
80,513
-766
| -0.9% | -$222K | 4.28% | 3 |
|
|
2025
Q1 | $19.9M | Sell |
81,279
-4,065
| -5% | -$997K | 3.79% | 3 |
|
|
2024
Q4 | $20.5M | Sell |
85,344
-2,258
| -3% | -$541K | 3.78% | 4 |
|
|
2024
Q3 | $18.5M | Sell |
87,602
-3,762
| -4% | -$793K | 3.48% | 5 |
|
|
2024
Q2 | $18.5M | Sell |
91,364
-1,012
| -1% | -$205K | 3.62% | 5 |
|
|
2024
Q1 | $18.5M | Sell |
92,376
-207
| -0.2% | -$41.5K | 3.66% | 4 |
|
|
2023
Q4 | $15.7M | Sell |
92,583
-1,325
| -1% | -$225K | 3.47% | 5 |
|
|
2023
Q3 | $13.6M | Sell |
93,908
-551
| -0.6% | -$79.9K | 3.29% | 7 |
|
|
2023
Q2 | $13.7M | Sell |
94,459
-12
| -0% | -$1.75K | 3.18% | 8 |
|
|
2023
Q1 | $12.3M | Sell |
94,471
-83
| -0.1% | -$10.8K | 3.01% | 10 |
|
|
2022
Q4 | $12.7M | Buy |
94,554
+314
| +0.3% | +$42.1K | 3.31% | 7 |
|
|
2022
Q3 | $9.85M | Buy |
94,240
+8,219
| +10% | +$859K | 2.8% | 9 |
|
|
2022
Q2 | $9.69M | Buy |
86,021
+216
| +0.3% | +$24.3K | 2.65% | 13 |
|
|
2022
Q1 | $11.7M | Buy |
85,805
+848
| +1% | +$116K | 2.72% | 11 |
|
|
2021
Q4 | $13.5M | Sell |
84,957
-304
| -0.4% | -$48.1K | 3.1% | 7 |
|
|
2021
Q3 | $14M | Buy |
85,261
+1,253
| +1% | +$205K | 3.44% | 5 |
|
|
2021
Q2 | $13.1M | Sell |
84,008
-3,637
| -4% | -$566K | 3.25% | 7 |
|
|
2021
Q1 | $13.3M | Sell |
87,645
-5,196
| -6% | -$791K | 3.22% | 7 |
|
|
2020
Q4 | $11.8M | Buy |
92,841
+1,251
| +1% | +$159K | 3.08% | 7 |
|
|
2020
Q3 | $8.82M | Sell |
91,590
-376
| -0.4% | -$36.2K | 2.63% | 13 |
|
|
2020
Q2 | $8.65M | Buy |
91,966
+14,079
| +18% | +$1.32M | 2.76% | 14 |
|
|
2020
Q1 | $7.01M | Buy |
77,887
+5,236
| +7% | +$471K | 2.7% | 14 |
|
|
2019
Q4 | $10.1M | Sell |
72,651
-1,774
| -2% | -$247K | 3.07% | 9 |
|
|
2019
Q3 | $8.76M | Buy |
74,425
+1,150
| +2% | +$135K | 2.86% | 13 |
|
|
2019
Q2 | $8.19M | Buy |
73,275
+3,495
| +5% | +$391K | 2.68% | 13 |
|
|
2019
Q1 | $7.06M | Buy |
69,780
+4,796
| +7% | +$486K | 2.4% | 17 |
|
|
2018
Q4 | $6.34M | Buy |
64,984
+6,497
| +11% | +$634K | 2.38% | 16 |
|
|
2018
Q3 | $6.6M | Sell |
58,487
-295
| -0.5% | -$33.3K | 2.23% | 19 |
|
|
2018
Q2 | $6.13M | Buy |
58,782
+526
| +0.9% | +$54.8K | 2.23% | 18 |
|
|
2018
Q1 | $6.41M | Buy |
58,256
+19
| +0% | +$2.09K | 2.35% | 16 |
|
|
2017
Q4 | $6.23M | Sell |
58,237
-360
| -0.6% | -$38.5K | 2.28% | 19 |
|
|
2017
Q3 | $5.6M | Sell |
58,597
-5
| -0% | -$478 | 2% | 21 |
|
|
2017
Q2 | $5.36M | Buy |
58,602
+1,619
| +3% | +$148K | 1.99% | 22 |
|
|
2017
Q1 | $5.01M | Sell |
56,983
-266
| -0.5% | -$23.4K | 1.9% | 22 |
|
|
2016
Q4 | $4.94M | Sell |
57,249
-3,440
| -6% | -$297K | 1.98% | 22 |
|
|
2016
Q3 | $4.04M | Buy |
60,689
+228
| +0.4% | +$15.2K | 1.7% | 24 |
|
|
2016
Q2 | $3.76M | Buy |
60,461
+3,129
| +5% | +$194K | 1.66% | 23 |
|
|
2016
Q1 | $3.4M | Buy |
57,332
+1,793
| +3% | +$106K | 1.61% | 23 |
|
|
2015
Q4 | $3.67M | Buy |
55,539
+3,210
| +6% | +$212K | 1.8% | 24 |
|
|
2015
Q3 | $3.19M | Sell |
52,329
-1,224
| -2% | -$74.6K | 1.7% | 25 |
|
|
2015
Q2 | $3.63M | Buy |
53,553
+652
| +1% | +$44.2K | 1.9% | 23 |
|
|
2015
Q1 | $3.21M | Sell |
52,901
-2,588
| -5% | -$157K | 1.59% | 26 |
|
|
2014
Q4 | $3.47M | Buy |
+55,489
| New | +$3.47M | 1.83% | 26 |
|